Staff management

Assigning schedule items [Schedule Items tab]

  1. In the
    Manage Staff
     screen, go to the Schedule Items tab.
  2. Go to the Schedule Items subtab or the Urgent subtab.
    note
    • Schedule items are marked Urgent based on your user preferences. To see the reason an item is listed as urgent, hold your mouse pointer over the item for an Infotip, or select the Expand button to see the Urgent Reason in the grid.
    • To view or change your user preferences for scheduling, select the More button in the Urgent tab, or choose Setup > User Preferences > Scheduling tab.
  3. Select a schedule item from the list.
  4. To determine whether a selected staff member is qualified, look for the Alert icon next to the staff name; this symbol means that their staff qualifications do not match the qualifications set up on the schedule item.
    note
    You can also hold your mouse pointer over the staff member’s name in the calendar to display an Infotip that shows staff qualifications and availability.
  5. To assign the selected item to a staff member, do one of the following:
    • Click the item and drag it to the staff member’s calendar in the Staff Schedules pane.
    • Right-click the selected schedule item and choose Assign to from the context menu.
    note
    The schedule item will not appear in the Staff Schedules pane unless it is scheduled or was scheduled in the past.

This article applies to:

  • Product: DT Practice